Swiss Life Holding AG ADR SZLMY

Morningstar Rating

$32.05 −1.02 (3.07%)

As of Dec 4, 2023 8:45pm Delayed Price Closed

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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

View History

SZLMY is trading at a 4% discount.

Price

$31.93

Dec 4, 2023

Fair Value

$92.32

Dec 4, 2023

Uncertainty

Medium

1-Star Price: $88.24
5-Star Price: $11.55
Economic Moat: Xbkct
Capital Allocation: —

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Trading Information

Previous Close Price: $33.06
Day Range: $31.87–32.31
52-Week Range: $24.53–33.96
Bid/Ask: $30.46 / $33.54
Market Cap: $18.11 Bil
Volume/Avg: 4,264 / 5,911

Key Statistics

Price/Earnings (Normalized): 12.91
Price/Sales: 1.05
Dividend Yield: 5.23%
Dividend Yield (Forward): 5.23%
Total Yield: 8.94%

Company Profile

Swiss Life is one of the largest insurers in Switzerland. The company sells life insurance, pensions, and financial advice and solutions to companies and individuals. The company encourages financial security, be that through saving for retirement or protecting individuals against loss of income. Protection against loss of income protects individuals and families against loss of work or a death in the family. Many of Swiss Life’s savings products carry guarantees where customers participate in the returns Swiss Life generates on their assets, to a discretionary degree. That return should be above a minimum. The company also sells financial protection products where the return is directly linked to the performance of the assets. In this instance Swiss Life makes no such guarantee.

Sector: Financial Services
Industry: Insurance - Diversified
Stock Style Box: Large Core
Total Number of Employees: 10,126
Website: https://www.swisslife.com

Competitors

Valuation

Metric	SZLMY	AXAHY	ALV
Price/Earnings (Normalized)	12.91	9.35	10.95
Price/Book Value	2.02	1.42	1.68
Price/Sales	1.05	0.77	0.52
Price/Cash Flow	—	8.95	15.12

Price/Earnings

SZLMY

AXAHY

ALV

Financial Strength

Metric	SZLMY	AXAHY	ALV
Quick Ratio	—	—	—
Current Ratio	—	—	—
Interest Coverage	5.18	17.86	9.62

Quick Ratio

No chart available

Profitability

Metric	SZLMY	AXAHY	ALV
Return on Assets (Normalized)	0.62%	1.16%	1.27%
Return on Equity (Normalized)	13.67%	16.49%	23.06%
Return on Invested Capital (Normalized)	4.66%	6.96%	17.23%

Return on Assets